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2014 Trusted Advisers Insurance Agent: Jeremy Tyler

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Jeremy Tyler sells insurance, but he doesn’t consider himself a salesman. He’s more of an educator.

“My priority is to always keep our clients informed and in the loop,” says Tyler, a partner at ClearView Insurance and Financial Services, where he has worked for six years. He previously spent seven years as an agent for Mutual of Omaha, beginning the same year he graduated from Missouri State University.

Cementing relationships based on trust and a genuine sense that a client’s best interests come first is critical in Tyler’s field.

“I have built a book of business that serves over 600 clients,” he says. “My Medicare clients routinely send referrals, and that in itself tells you that we are doing a good job and are trusted. Seniors will not refer you unless they are certain that you will take care of their friends. Our phone routinely rings with clients calling who have been referred based on trust.”

With a total 2013 premium revenue less than $5 million and total agency commissions in the range of $500,000 or less, Tyler is steadily building a base he envisions getting bigger.

“I have grown my book of business to the point that I have a full-time assistant that I hired from Missouri State and intend to keep growing right here in Springfield,” he says.

Escalating business costs are an ongoing concern for Tyler’s clients, and he is proactive in helping them find containment solutions.

“Many businesses have contemplated dropping group health coverage in the past years. Fortunately, our clients have not had to do that,” he says. “Through annual reviews and constant communication, we keep our group clients in the know without any last-minute surprises. This has allowed them to not have to make any drastic changes to their benefits platform in the recent past.”

The Southwest Center for Independent Living is one area nonprofit that has benefited from Tyler’s client-first approach.

“Our organization has been working with Jeremy for many years,” says CEO Gary Maddox. “As a nonprofit, we are always looking for ways to utilize limited funds in the most effective and efficient ways. Jeremy has always worked diligently to understand our insurance needs and provide the best possible options for our staff and their families. Over the past several years, Jeremy has gone over and beyond to provide valuable, detailed information that has allowed us to make well-informed decisions regarding insurance and other financial matters.”

Tyler seeks to ensure clients are paying a competitive price for the appropriate product and keeps them informed of industry changes. His agency speaks with each client at least once a year, if not multiple times.

“Just last year, we saved one of our group clients over $75,000 a year, and we routinely save people hundreds on their Medicare plans,” Tyler says.

He is a chartered financial consultant who is the treasurer for the local chapter of the National Association of Insurance and Financial Advisors, for which he previously served as Springfield membership chairperson. Tyler also volunteers for Southwest Center for Independent Living.

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